Brian Pultman
Correct Capital Wealth Management · Clayton, Missouri
Brian Pultman is a fee-only financial advisor at Correct Capital Wealth Management in Clayton, Missouri, who holds the CFP credential. Correct Capital Wealth Management reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Correct Capital Wealth Management |
|---|---|
| Based in | Clayton, Missouri |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $889.3M across 1,769 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in MO, TX · CRD 2348657 |
| Exams passed | Series 63 (1993) |
| Firm size | 12 employees |
| Disclosures | Reported; see the SEC record |
| Website | correctcapital.com |
| Profile |
How Brian's firm compares
- Correct Capital Wealth Management's average account is about $503,000, from its Form ADV (assets managed divided by 1,769 accounts).
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Questions about Brian
Is Brian Pultman a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Brian holds no broker registration, and Correct Capital Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Brian charge for financial advice?
Brian's firm, Correct Capital Wealth Management, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Brian Pultman based?
Brian Pultman is based in Clayton, Missouri.
What credentials does Brian Pultman hold?
Brian Pultman holds the CFP credential.
Is Brian Pultman registered with the SEC?
Yes. Brian Pultman is registered as an investment adviser representative in MO and TX (CRD 2348657), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does Correct Capital Wealth Management manage?
Correct Capital Wealth Management reports $889.3M across 1,769 accounts in assets under management.
How do I contact Brian Pultman?
Through Brian's website, correctcapital.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Clayton
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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